Remote Personal Assistant and Financial Analyst

Jeffrey Barber

Marietta, Georgia *****

***********@*****.*** • 404-***-**** • www.linkedin.com/in/jeff-barber-a065178b/

QUALIFICATIONS SUMMARY

Results-driven professional with experience successfully establishing and leading company operations.

Financial Analyst: Detail-oriented with experience in financial transactions, reconciliations, reporting, audit support, and cross-functional collaboration to streamline processes, resolve discrepancies, and support accurate financial analysis and compliance.

Project Oversight: Proven ability to accurately assess the needs of a project, customer, or client, develop corresponding strategies, and producing results that meet or exceed expectations.

Relationship Management: Adept at forming connections with clientele, company personnel, and third-party individuals / companies, collaborating on projects and stimulating revenue growth.

Continuous Process Improvement: Capable of analyzing existing business procedures and policies, and introducing changes that benefit customers, staff, and overall departments / companies.

Technical Proficiencies: Microsoft Office (Excel, Word, PowerPoint) Caylx, Toast, Tonic, Salesforce, ARGUS

PROFESSIONAL EXPERIENCE

Valley Juice LLC, Pleasanton, California

Financial Analyst (01/2023 – 05/2026)

Directed cash flow, liquidity, and funding operations for a $30M company, ensuring financial stability and efficient daily operations.

Performed daily reconciliations for more than 40 bank accounts while maintaining ACH and positive pay compliance to safeguard financial accuracy and security.

Monitored account balances and coordinated vendor payments to ensure timely processing and uninterrupted business operations.

Managed relationships with landlords, vendors, and service providers, serving as a key point of contact for operational and financial matters.

Oversaw procurement of equipment, supplies, and small wares while managing utility accounts and related expenses.

Supported financial reporting, cash forecasting, and process improvement initiatives to enhance operational efficiency and internal controls.

Hugo’s Oyster Bar, Marietta, Georgia

Owner (10/2024 – Present)

Direct financial operations including budgeting, cash flow management, forecasting, cost controls, P&L analysis, and vendor negotiations to maximize operating performance.

Analyze food, beverage, and labor costs to improve margins while maintaining quality and service standards.

Plan and manage promotional events, seasonal campaigns, live entertainment, holiday promotions, and special menus to increase customer engagement and sales

Manage inventory, purchasing, and supply chain operations to minimize waste and maintain optimal product availability

Build community partnerships and strengthen brand awareness through local marketing initiatives, sponsorships, and special events.

Build community partnerships and strengthen brand awareness through local marketing initiatives, sponsorships, and special events.

Cornerstone Mortgage Group, Alpharetta, Georgia

Loan Coordinator/Licensed Loan Officer (NMLS ID 2302284 ) (07/2020 – 12/31/2022)

Conducted borrower financial analysis and mortgage qualification assessments for FHA, Conventional, VA, and USDA loan products in compliance with underwriting guidelines.

Utilized Desktop Underwriter (DU) and Loan Product Advisor (LP) systems to evaluate creditworthiness, debt-to-income ratios, and loan eligibility for pre-approval determinations.

Analyzed credit profiles, income documentation, assets, and liabilities to identify financing solutions and mitigate underwriting risks.

Managed loan pipeline documentation by collecting, reviewing, and uploading borrower files to servicing and underwriting platforms to support timely loan processing and approval.

Coordinated with underwriters, loan servicers, attorneys, and clients to resolve conditions, clear stipulations, and ensure compliance throughout the mortgage lifecycle.

Alex Investment Group, Marietta, Georgia

Owner (06/2009 – Present)

Founded and established the company, defining the overall business vision and implementing growth strategies focused on the acquisition, renovation, and management of rental properties to generate sustainable revenue growth.

Conduct extensive housing market research and investment analysis to identify low-risk properties with strong leasing and rental potential prior to acquisition.

Manage all aspects of the property purchasing process, including coordination with the Atlanta Housing Authority for inspections, compliance requirements, and documentation processing.

Planned, managed, and successfully completed more than 10 property renovation projects, ensuring projects were delivered on time and within budget.

ADDITIONAL EXPERIENCE

Real Estate Agent, Atlanta Communities, Marietta, Georgia (2012 – 2024)

EDUCATION & CREDENTIALS

Bachelor of Science in Psychology and History, 2006

Georgia State University, Atlanta, Georgia

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